See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,622 | $106,515-25.2% | $96,683-17.6% | $139,434-42.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 61.53% | 38.43%+23.1pp | 35.69%+25.8pp | 372.94%-311.4pp |
| Employer contribution / active EE | $861 | $4,103-79.0% | $3,737-77.0% | $4,751-81.9% |
| Participant deferral / active EE | $267 | $5,454-95.1% | $4,878-94.5% | $6,710-96.0% |
| Admin fee / account holder | $26 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |